Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,788
shares
|
$249,526
0.08% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,661
shares
|
$246,588
0.02% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,521
shares
|
$243,350
0.09% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,468
shares
|
$242,124
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
10,425
shares
|
$241,130
0.21% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,198
shares
|
$235,879
0.02% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
10,174
shares
|
$235,324
0.01% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,136
shares
|
$234,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
10,127
shares
|
$234,237
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
10,045
shares
|
$232,340
0.01% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,938
shares
|
$229,865
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
9,885
shares
|
$228,640
0.01% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,721
shares
|
$224,846
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
9,638
shares
|
$222,926
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
9,584
shares
|
$221,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
9,429
shares
|
$218,092
0.02% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,265
shares
|
$214,299
0.0% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
9,240
shares
|
$213,721
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,199
shares
|
$212,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
8,943
shares
|
$206,851
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
8,786
shares
|
$203,220
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,743
shares
|
$202,225
0.16% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,686
shares
|
$200,907
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
8,635
shares
|
$199,727
0.13% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
7,701
shares
|
$178,124
0.0% of portfolio
|
Q2 2025
Reduced 83.89%
|